Selling business insurance to construction?
We'll 5x your sales pipeline
If you're a broker selling business insurance to the construction sector, you need to rapidly react to project planning status, grow key accounts through cross- and up-sell, and ensure coverage respects pre-agreed limits. You also need a partner who understands insurance, construction, and Salesforce. You need Cloud Hikers.
Cloud Hikers understands your end-to-end needs better than any other consultancy. Building out from our expertise in construction hire services, we've seen the vast potential that new construction sites present to insurance brokers and we understand how to overcome the hurdles.
. Our expertise means faster results for you. This means more premiums, more profit, faster time-to-quote, and happier customers.
With our award-winning Salesforce experts and AI agents, you'll fall in love with Salesforce again. Unlike traditional consultancies, we deliver fast, onshore, AI-powered results that turn Salesforce into a system your team actually wants to use.
The result? Faster sales, accurate forecasts, and more revenue, delivered in 3 months or less.
CHAMPS: Cloud Hikers Amplified Agentforce
Key Account Sales Agent
Hunter grows high-value accounts, leveraging insights to accelerate account planning and craft compelling sales emails
Sales Generation Agent
Scout ensures new project leads are rapidly routed to the right accounts and brokers. Projects are scored to prioritise high-potential leads. Nothing goes stale or unactioned. Leads become premiums.
Marketing Agent
Piper personalizes campaign content at scale, growing engagement and conversion, with clear visuals proving the ROI of marketing spend
Brokers need to act fast to win new business based on construction project data sets. With the CHAMPs, our suite of Sales and Marketing AI Agents, you'll see these leads convert into high-value account growth, as pipeline fills with actionable, qualified leads that are routed rapidly to the right brokers, and you get more enquiries from engaged customers targeted with personalised content at scale.
These aren't just prompts. These are a network of AI agents built on our pre-packaged data model and automations (that understands how to sell to the construction sector with leads that are projects, rather than people).
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CRM that sells for business insurance brokers.
The UK construction sector spends around £100 billion each year and there are signs of bumper years ahead - great news if you're selling business insurance to the construction sector. Every new build presents new opportunities for Employer's Liability (EL), Public Liability (PL), Contract Works, Plant/Asset Protection, Equipment Breakdown, Professional Indemnity (PI), Environmental Liability, etc. However, the only way to ensure you take advantage and capture market share is by acting faster than the competition. This means super-charging your organisation with AI and tech that will enable you to react faster, grow key accounts, and quote quickly yet accurately. When it comes to insurance brokers selling to the construction sector, no other consultancy understands your model better. We've got pre-packaged solutions, specialist AI agents, and experts who will work with you in-person to ensure your CRM maximises premiums and profits from projects, policies, and accounts.
How to Sell More With Salesforce
Your CRM can be your competitive edge, or it can feel like a burden to your teams. Success comes from implementing a solution that understands how insurance brokers win new business, grow revenues with existing accounts, manage the policy lifecycle, manage claims to maximise profits, and drive for end-to-end process efficiency with automation and integrations from your project lead source (e.g. Glenigans) to your ERP (e.g. Sage X3).
Lead Generation
You're probably already buying project leads, but are you acting before leads go cold and opportunities are lost to the competition?
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We will integrate these solutions into our pre-packaged data model and automations to ensure the right brokers are notified of new project leads as soon as they appear.
Quoting
A happy client is one that gets the coverage they need. Pulling together quotes can be painful. Brokers have to look across many spreadsheets, emails, and documents and become heavily reliant on management and partners to issues quotes.
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With Agentforce Sales and Revenue Cloud, you can empower your reps to sell confidently, and give your management team, and your partners, the comfort that limits and approvals are adhered to.
Entitlements
Managing entitlements ensures policyholders remain within agreed coverage terms, such as the number of concurrent active sites, maximum project values, plant and equipment limits, or geographic boundaries. Brokers may review entitlements at renewal, mid-term, or when project changes occur.
With real-time data, entitlements can be monitored continuously, enabling proactive adjustments before breaches impact cover or trigger costly uninsured exposures.
Billing & Invoicing
We have extensive experience integrating with finance/ERP solutions to ensure you get paid what you're due.
We also build analytics layers to clarify the net CLTV to ensure customers are profitable and renewal quotes are adapted accordingly.
Claims
Brokers often act as the first point of contact, logging the First Notification of Loss (FNOL), gathering evidence, and liaising with the insurer’s claims team. Effective claims management ensures timely settlements, minimises disputes, and maintains strong client relationships.
In construction, this covers theft of plant, damage to works, or liability incidents. Proactive brokers track claim progress, provide updates, and advocate for fair outcomes on behalf of their clients.
Convenience & Insight
Your clients expectations grow constantly, not least because your competitors may be expanding their offerings. Make it easy to do business with you, by providing "portals" for your customers to conveniently view entitlements, and raise/manage claims. Embed insights into these portals to showcase the value of the service you're providing.
Equip your brokers with these insights to understand how best to up-sell and cross-sell.